Request A Quote Step 1 of 6 16% This form takes about 10 minutes to fill in. We do need all these details to give you an accurate quote. If all you want is a rough idea of our pricing, please click here to see some examples.Name* First Last Email* Daytime Phone*Company Website The website of the company above, if you have one, with http:// or https:// in front. Save and Continue Later How many legal entities are involved?*Another way to ask this is how many tax returns do you file with the CRA? If you have one incorporated business then it's 1. If you have one incorporated business with several trade or operating names, it's still 1. If you have two businesses running under one sole proprietorship then it's 1. If you have two corporations and a trust then it's 3 legal entities. Company Name*The principal operating name of your largest company by revenue. Save and Continue Later Do you need us to help you get caught up on your bookkeeping or are you up to date? Please answer the following questions to let us know. How many months of historical data do we need to import, categorize and reconcile? Enter 0 for none.*If your books are up to date in your accounting software and we don't need to reconcile any historical data enter 0. If you have 9 months of bookkeeping data you need us to enter or import and reconcile then enter the number 9. Are the number of bank and credit card transactions per month for the catch-up period similar to what you expect in the future or do you expect there to be a change?*The past and the future are going to be pretty much the sameThe future will be different from the pastIf, in the past, you had 200 transactions per month, but you just added a new line of business and going forward you will have 300 then select that the past and future will be different. The following questions pertain to the past, to the catch-up period. We will ask you about the future afterward. How many bank accounts do you need us to reconcile?*What is the average # of transactions/mo across all bank accounts for the catch up period?*How many credit card accounts do you need us to reconcile?*What is the average # of transactions/mo across all credit card accounts for the catch up period?*Do you have other accounts to be reconciled like PayPal, Stripe? (in the past)*NoneYes I have other accountsDo you have any other transaction accounts other than your bank and credit cards? If you sell online this might include a payment provider like Paypal, Shopify or Stripe. It might include a payment app like Apple Pay or Google Wallet if those transactions don't automatically appear on your credit card. How many additional accounts like PayPal, Stripe etc. do you want us to reconcile?Please enter the names of other transaction accounts, separated by commasPayPal, Stripe, Shopify etcWhat is the average # of transactions/mo across all of the above other accounts for the catch up period?i.e. If Paypal is 50/mo and Stripe is 40/mo then enter 90 as it is the sum of 50 and 40. The following questions pertain to your expectations of the present and future. How many bank accounts do you need us to reconcile?*What is the average # of transactions/mo across all bank accounts you expect for the coming year?*How many credit card accounts do you need us to reconcile?*What is the average # of transactions/mo across all credit card accounts you expect for the coming year?*Do you have other accounts to be reconciled like PayPal, Stripe?*NoneYes I have other accountsDo you have any other transaction accounts other than your bank and credit cards? If you sell online this might include a payment provider like Paypal, Shopify or Stripe. It might include a payment app like Apple Pay or Google Wallet if those transactions don't automatically appear on your credit card. How many additional accounts like PayPal, Stripe etc. do you want us to reconcile?Please enter the names of other transaction accounts, separated by commasPayPal, Stripe, Shopify etcWhat is the average # of transactions/mo across all of the above other accounts you expect for the next year?i.e. If Paypal is 50/mo and Stripe is 40/mo then enter 90 as it is the sum of 50 and 40. Save and Continue Later Are quarterly review meetings with your bookkeeper good, or do you want monthly?*Quarterly review meetingsMonthly review meetingsDo you have payroll you want us to manage?*YesNoWe use WagePoint, an industry leader. If that's OK please select WagePoint, or select the system you want us to use.I'm fine to use WagePointPayment EvolutionQBO Standard PayrollQBO Evolution PayrollTelPayADPOtherWagepoint is also the most cost-effective solution and it handles CRA remittances. How many employees are on your payroll?Do you need your employees hours tracked?YesNoIf you plan to just provide a payroll spreadsheet with payment amounts and you don't want their hours tracked separately then say no. We can track their hours as well, it just adds a little time. How frequent is your payroll?Bi-weekly (26x/yr)Twice a month (24x/yr)Once a month (12x/yr)Weekly (52x/yr)OtherHow many times per month do you pay your staff?Unionized EmployeesDo you have unionized employees who need union dues deducted and managed? Enter the number of unionized employees in the field above. If none enter 0 or leave blank. WSIB / Workers CompensationDo you need us to manage WSIB / Workers Compensation deductions? Enter the number of applicable employees in the field above. If none enter 0 or leave blank. Employee Health Tax (EHT)Do you need us to manage EHT deductions? Enter the number of applicable employees in the field above. If none enter 0 or leave blank. Employee expense reimbursementHow many employee expense transactions (for reimbursement), on average, are submitted each month? i.e. if you have 2 employees and they each submit an average of 3 expenses per month enter 6 (2x3). Save and Continue Later Do you want us to help with preparing invoices for you?YesNoSome clients provide us the inputs to their invoicing, through a spreadsheet or via an app integration, and we create draft invoices that they can approve and send. How many invoices do you need prepared per month?On average, how many invoices do you need prepared per month?How many line items per invoice?On average, how many line items are on each invoice? A line item is generally composed of a description for a service or product and a cost. It might also include quantity and cost per unit, as well as taxable or not. How often do you file and remit HST installments?*MonthlyQuarterlyAnnuallyI don't have an HST accountDo you want us to calculate and file your HST returns?YesNoYou will need to pay the HST instalments but we can do the calculations and filing if you want us to. How often do you pay corporate tax installments?*MonthlyQuarterlyAnnuallyDo you want us to pay vendors who invoice you through Plooto.com?*YesNoI'm not sure. I'd like more information.Plooto is a powerful and secure payment app that allows us to import all your payables and automatically pay them electronically in batches which you can approve. It's a modern and cheaper replacement for wire transfers and it's faster and easier than cutting cheques. Plooto charges $0.50 per payment. We just charge for our time to manage it. On average, how many bill payments do you expect to make per month for the coming year?Bill payments should include all the cheques you currently write (many of which we will try to switch to Plooto) and all the electronic payments you make that are not on a credit card or PayPal, so Interac email transfer, wire transfers etc. How many cheques will you need cut per month?We try to avoid cheques because they are an inefficient way to pay bills today. We will try to get all of your vendors set up in Plooto so they can be paid electronically. However, sometimes you might have vendors or people who require a cheque cut. If you know you will need to cut some cheques, please estimate how many of the above bill payments per month will need to be paid by cheque. When is your fiscal year end? Date Format: MM slash DD slash YYYY Enter the date of your upcoming fiscal year end. You are almost done! Just 5 more questions on the next page. Save and Continue Later What is your current accounting software?*QuickBooksOnlineQuickbooksXeroSAGEFreshBooksWaveOtherI don't have oneI don't knowWe use the top two cloud-based accounting systems, Xero and Quickbooks Online. Since you were previously not on one of those systems, we will need to get you set up on one of those.Do you have a preference regarding which accounting software you use going forward?I do not have a preference. Can you help me choose the best one for me?I would like to use XeroI would like to use Quickbooks OnlineWe only use the top two cloud-based accounting systems, Xero and Quickbooks Online. We do not use Wave, Freshbooks or any other accounting packages. Quickbooks Online costs $27/mo for the Essentials version and $40/mo for the PLUS version. We can generally match any of the special discounts Quickbooks offers on its website. Xero costs $39/mo for the single currency version and $52/mo for multi-currency.Do you need any of these features only available on Quickbooks PLUS (+$13/mo)? Purchase orders Inventory tracking Track billable hours by customer Give employees and subcontractors limited access to enter their time worked Track sales and profitability for each of your locations Create budgets to estimate future income and expenses Categorize your income and expenses using class tracking These features are only available in Quickbooks Online PLUS which costs $40/mo or $13/mo more than Quickbooks Online Essentials ($27/mo).Do you need any of the above features only available on Quickbooks PLUS?*Yes, I need at least one of these PLUS featuresNo, I do not need any of these featuresI'm not sureDo you need multi currency support?I need multi-currencyI need CAD $ onlyThe Xero accounting software plan that supports multi-currency costs C$13 more per month. If you invoice to clients in another currency like USD or Euros or if you have any bank accounts or transaction accounts in another currency then you need multi-currency support. You do not need it if your only foreign currency transactions are made on a CAD$ credit card because the currency conversion is done by your credit card company. Do you want job costing or project costing?YesNoI'm not sure, I'd like more informationThis functionality allows you to create projects or jobs and assign both revenue and costs to them so you can track profitability for that project or job. Agencies, service companies, and home builders/renovators typically use this. There is an additional cost. For Quickbooks users, you will need the PLUS version which adds $13/mo. For Xero, there is an additional fee in the range of $7-9 per user per month. If you currently use time tracking and invoicing software like Harvest you can get the same functionality for a bit less within Xero Projects. More at https://www.xero.com/ca/features-and-tools/accounting-software/projects/ How many people do you want to enable job or project costing for?Is there anything else we would need to know to give you an accurate estimate?Is there anything you want to add that has not been covered by our questions above?Thanks so much for persevering through all those questions! That's it - you have made it. Just click on Submit below and wait for the confirmation to appear. We'll get back to you with an estimate within 24 hours (unless it's a stat holiday). Save and Continue Later This iframe contains the logic required to handle Ajax powered Gravity Forms.